JD Property Pre-IPO - The Negatives - Unprofitable Without FV Gain. Gearing Could Limit Growth Plans
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
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JD Property Pre-IPO - The Positives - Active on the Acquisition Front Leading to Growth
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
440 Views
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
In March, Chinese express industry volume was up 22.7% Y/Y against easy comps, but ASPs declined the most since February 2022. We still believe ZTO...
370 Views
Baba/Pdd/Jd/Vips/BILI/700 HK/JDL: China TMT Update(Apr.24) - Taobao Cancels Fees for Promotion Event
BILI/700HK: April domestic game codes published by NPPA;JD/PDD/BABA/JDL: JD commits to maintain its low-price strategy; Taobao cancels fees for...
295 Views
HK Short Interest Weekly: Li Auto, Wuxi Bio, Baba, Tencent, Sensetime
We analyzed the latest HK SFC report for aggregate short position as of Apr 14th and highlight short interest changes in Li Auto, Wuxi Bio, Baba,...
317 Views